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Customer Service Sales Representative

Saint Paul, Minnesota, United States
October 21, 2016

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Lee M. Davis

**** ******* *****

Eagan, MN 55122


Career Summary

Experienced finance professional with a unique combination of account management, financial consulting and leadership skills. Effective communicator with the ability to succeed in a team orientated environment using innovation to create the possibility for advancement. Education

Carleton College, Northfield, MN

• Bachelor of Arts degree, majoring in Economics, graduation date: June 2008

• Pertinent coursework: Calculus I, International Relations, Managerial Economics II, Economics of the Public Sector, Poli-econ Seminar, Intermediate Price Theory, Intermediate Macro-theory, Multinational Corporations, Econometric Analysis

Carleton Economics Seminar, Cambridge, England, summer of 2007 Original Research, “The Grounds for Stadium Development”

• Senior Integrative Exercise

• Proposed the feasibility of constructing/developing MLB and NFL stadium over the last 17 years

• Collected over 68,000 data points on construction costs, employment and income in nine metropolitan statistical areas around the country

• Analyzed employment and income levels before and after a stadium had been constructed. Experience

Solution Specialist, Ditech financial LLC f.k.a Green Tree Servicing, St. Paul, MN June 2013 – Sept. 2016

Ditech MSR conversion research for Government investor eligibility requirements and salability

Loan document recognition, verification, short mortgage payoffs and escrow inquiries

Completes items and projects based on time sensitivity through Access Database

Works daily with MSP, GTA, UCSe, NIS and EAS loan servicing systems Closing/Funding Specialist, Green Tree Servicing LLC, St. Paul, MN Sept 2012 – June 2013

Review and close submitted HARP Mortgage loans

Work with Warehouse Banks and Green Tree Treasury to fund the loan

Work with closing team to develop better business and efficient practices Retail Deficiency Analyst, Wells Fargo Home Mortgage, Bloomington, MN March 2012 – Sept. 2012

• Resolve errors on home loans to ensure they can be sold on the Secondary Market

• Manage a pipeline of 100+ borrowers

• Work with Wells Fargo peers and Outside Title Companies to satisfy time sensitive assignments Real Estate Specialist, Affinity Plus Federal Credit Union, St. Paul, MN November 2009 - January 2012

• Disbursed proceeds after mortgage closings for the Affinity Plus Title Department

• Managed first mortgage escrow balances for the organization

• Customer service support

• Cash flow analysis loan underwriter

Accounts Receivable Representative, AllianceOne, Eagan, MN August 2009 - October 2009

• Negotiated with 90 day delinquent debtors on their Capital One Visa/MasterCard accounts

• Demanded/collected balances in full, settlements in full or set up hardship arrangements Home Mortgage Consultant, Wells Fargo Home Mortgage, Bloomington, MN January 2009 - July 2009

• Quoted and disclosed daily interest rates through an inbound calling channel

• Qualified interested individuals for mortgage loans by analyzing credit history, income, assets, etc.

• Originated 5-10 mortgage applications daily

• Screened and dropped loans that would result in a loss, or not meet Underwriting Guidelines

• Navigated through 5 different software programs simultaneously

• Spent 7 hrs/day, 2 days/week, making phone calls to policyholders/ potential clientele Insurance Sales Representative, Bankers Life and Casualty, Edina, MN September 2008 - January 2009

Spent 3 days/week selling life, accident, health insurance and annuities

• Rookie Agent of the Month for October and November Leadership/Involvement

Football, Carleton College September 2004 - November 2007

• Four-year letter winner, Senior captain

• Spent 25 hrs./wk. in season and 15 hrs./wk. out of season weight training and conditioning Student worker, baseball equipment manager, Carleton College March 2005 - June 2007

• Help set-up equipment for practices and run the scoreboard during home games Intramural athletics, Carleton College January 2004 - June 2007

• Softball and Broomball

• 2008 Intramural Softball champions


Bolder Options Finance Committee April 2013 – March 2016

Nurturing Children and Families Committee, Twin Cities United Way June 2009 - Dec. 2011

- Provides input from a generation X perspective on committee issues

-Participates in decision making relating to proper funding of outcome areas

Assisted in Special Olympic bowling competition Sept. 2007 - Nov. 2007

ESL volunteer, Carleton College Sept. 2005 - Nov. 2005 Assisted in teaching Spanish speaking students of Northfield High School to learn English

Participated in Carleton College’s annual alumni tele-funding September 2004 Skills Summary

• Strong oral communication skills demonstrated on the job and class discussions

• Strong writing skills developed from an advanced liberal arts education

• Experience with various PC applications including Microsoft Office (Word, Excel, PowerPoint and Outlook)

• Excellent time management skills developed by balancing academics and extracurricular activities

• Holds active Minnesota Title, Life, Accident and Health Insurance license Interests

Traveling, learning, athletic activities and pursuing goals References

Mike Hemeseth, President of St. Johns University


Former Chair of Economics Department at Carleton College.


Kenyatta Bolden, In-House Lawyer/Counselor, ING


Craig Ruhsam, Real Estate Lead, Affinity Plus Federal Credit Union


Darrell Thompson, President, Bolder Options


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